Getting Started
The dashboard is the starting point for every session and provides a high-level overview of campaign performance and campaign history.
- Platform Navigation: Learn how to navigate the platform (00:38).
- The Dashboard: Understand the key components of the dashboard (03:03).
- Performance & Campaign Modules: View key campaign metrics and product level details from the past 30 days (05:07).
Dashboard Navigation:
- (1) Select Vendor: access is provided at the vendor, or "brand" level. Use the Vendor Dropdown to navigate to the desired account.
- Navigation Menu: (2) open the Campaign Builder tab, (3) return to the dashboard tab if on a different tab, (4) view list of campaigns, (5) view list of creatives, (6) open Reporting Tool, (7) adjust account settings.
Key Metrics and Performance Graph:
- Key Metrics: Rolling 30-day lookback showing cumulative performance data.
- Dashboard Graph: Adjustable by metrics, placements, and campaigns. Can be exported directly.
- Time Period: Select one of the preset time periods or a choose a custom date range. Line graph will adjust accordingly with selection.
Performance Modules & Campaigns List:
- Top Campaigns: Best performing campaigns over the past 30 Days. Customize the ranked view by selecting a metric from the dropdown.
- Top Promoted Products: View best performing products over the past 30 Days.
- Campaigns Quick View: List of all PromoteIQ campaigns. Click on any campaign name to go directly into that campaign to make changes.
Campaigns Tab:
- Campaign Tab Navigation: Quickly view all campaigns using the campaigns tab (also listed on the dashboard).
- Campaign Filters: Sort campaigns by clicking on column headers. Campaigns can also be filter by vendor (if applicable) and status.
- Edit Campaigns: Click the three dots on the right-hand side to quickly edit, pause, or view insights page for each campaign.
Campaign Change Insights
Use campaign change history and insights to quickly assess and track results throughout a campaign's flight. Using this tool, you can see all the changes made to campains and visual how optimizations have impacted performance.
Bulk Campaign Operations
Use the bulk campaign operations tool to maximize campaign operations and productivity. This tool enables you to make hundreds of campaign changes in a single file, eliminating the tedious task of updating individual campaigns.
Reach out to our support team if you need help or can't find the resources you need
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